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Cha Group, LLC

Tax & Client Service Administrator

Career Insights for Customer Service Supervisor

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What they do

A Customer Service Supervisor supervises staff that provide customer service for a company. Assists staff as needed, or deals directly with customers. Implements policies with regard to company products or services. Answers questions, resolves problems and complaints and approves refunds or exchanges for customers.

$54,768 / year median in Virginia

-1% projected decline

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Job Description

About Cha Group
  • NOVA CPAs Our mission is to help clients minimize taxes and improve business profitability through proactive planning, strategic guidance, and high-touch service.
We are a rapidly growing small accounting firm based in Fairfax, VA, seeking a dependable and professional to join our team. About the Role The Tax & Client Service Administrator manages the tax department's administrative workflow and ensures clients move efficiently through the tax preparation process. The primary objective of this position is to allow CPAs, tax preparers, and managers to focus on technical tax work and client advisory by taking ownership of non-technical administrative tasks, client follow-up, workflow management, and tax return processing. You will be responsible for the following job duties: Tax Return Workflow Management Tax Return Processing Client Document Management Client Communication Client Database Maintenance Tax Notices & Correspondence Billing & Collections Support New Client Onboarding Working hours : Peak season(5months) : 50 hours /week. Non-peak season (7months) : 32 hours/week What You Need to Succeed Understand tax returns and tax firm operations Strong attention to detail and organizational skills Ability to handle confidential information with professionalism and discretion; excellent customer service and interpersonal skills Strong multi-tasking and time management abilities Excellent written and verbal communication skills Ability to work independently and as part of a team
Preferred Candidates:
CPA or tax firm experience strongly preferred Self-starter, positive attitude and strong work ethic 2+ years of administrative / client service experience Proficiency in Microsoft Office Suite (Word, Excel, Outlook) Proficiency in Project Management Tool(i.e. TaxDome, Canopy, Karbon) Why Join Us? Great learning opportunity with a fast-paced work environment Opportunity for growth within the company
  • possibility to move into operations / technical accounting roles Full-time or part-time opportunities Holidays and paid time off 401k matching On-site Gym Our Values Integrity
  • Always do the right thing as professionals, even when it is more difficult than taking shortcuts. Strong Work Ethic
  • Approach every responsibility with dedication, professionalism, and commitment to excellence. Entrepreneurial mindset
  • Stay curious and continuously seek new knowledge and ideas to implement. Respect for Others
  • Value and respect each individual's unique background, experiences, perspectives, and culture. Accountability
  • Take ownership of our work, responsibilities, and results, and follow through on our commitments.
Our Recruitment Process 1. Submit a resume. 2. The hiring team will review the resume and reach out for a phone screening. 3. The hiring team will conduct an in-person interview to assess both technical skills and behavioral fit. 4. If there is a good fit, an offer letter will be shared within 7 days.
Job Types:
Full-time, Part-time Pay:
$50,000.00
  • $70,000.
00 per year
Benefits:
401(k) 401(k) matching Paid time off Retirement plan
Education:
Bachelor's (Preferred)
Experience:
Tax or Client Service:
2 years (Required) Ability to
Commute:
Fairfax, VA 22030 (Required)
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Fitness Centers/Gyms
  • Other Retirement and Savings